Leave a Review TaxCaddy
PITA
This has never simplified the process of doing taxes. Can’t say enough about the difficulties I’ve had. So many questions; some that don’t apply. Can’t this be simplified and improved? My taxes have been completed, and the results are that I owe both federal and state income taxes. Where are the vouchers to be submitted? This app seems great to those who use it to gather information. Try looking from the individual filing taxes, and understand that it’s not all that it’s cracked up to be.Show lessDorothy & Toto
Use your phone not computer or iPad
I tried using my computer and my iPad to fill out the documents and to take pictures of the documents requested. It was very hard to use the camera on the iPad and it wouldn’t accept the photos on my computer.
Once I switched to using my phone it was much easier. I find the app difficult to use because I forget year to year how to work it. It was very stressful. I’m hoping I got all my documents in correctly. The font size is so small it was hard to see what documents are being requested
I would not say the app is easy to useShow lessmorganmonique
Developer Response
Hi Morgan - We're sorry to hear about your experience with TaxCaddy, and thank you for bringing it to our attention. We would love to help you find a solution to the problem you had with using the application on your computer. If you have the time, our support team would be happy to assist you. You can reach them three ways; through our live chat support, Email: support@taxcaddy.com or Call: 1-833-829-3375. We're committed to providing the best possible experience for our users and your feedback is very helpful. Thanks again! - Team TaxCaddyTax Caddy, I was skeptical at first
My accountant emailed the request to download the mobile app for TaxCaddy to help me organize my taxes on time to file April 15. I was skeptical at first, but after using it just a few times, and for a few hours I found it immensely helpful, easy to learn, and apparently, quite confidential and encrypted. I’m not the greatest record keeper, but with prompts from prior tax years, all the necessary documents were requested and uploaded for my account to use. I’d say five thumbs up.Show lessTonyRomo2
Developer Response
Hello! Thank you so much for taking the time to leave your feedback! We're thrilled to hear that you had a positive experience with TaxCaddy. We're always looking for ways to improve your experience, so if you have any additional feedback please feel free to reach out to our support team. You can reach them three ways; through live chat support, Email: support@taxcaddy.com or Call: 1-833-829-3375. Thanks again! - Team TaxCaddyVery stressful to use this app
I do not like this app and was much happier filling out an excel file with my totals for personal and business totals.
So much trouble scanning docs with my phone and categorizing them. Also filling out forms in the phone like texting and forms not saving or not sending so I have to redo an entire rental property worksheet several times. It shouldn’t be this difficult.Show lessKC318PR
Developer Response
Hello - We're sorry to hear about your experience with TaxCaddy, and thank you for bringing it to our attention. We would love to help you find a solution to the problem you had with scanning and categorizing documents. If you have the time, our support team would be happy to assist you. You can reach them three ways; through our live chat support, Email: support@taxcaddy.com or Call: 1-833-829-3375. We're committed to providing the best possible experience for our users and your feedback is very helpful. Thanks again! - Team TaxCaddyOkay app but not great
I first used the app last year. The learning curve was not too steep and I quickly got my information uploaded for me tax preparer with only little back a forth.
But this year it’s been a bit of a different picture. I made sure that the default tax year was set to the current tax year, but the program does not consistently use the default year. So data and messages kept get accidentally logged to 2022 instead of the default 2023. Leave me and my tax preparer to find and move uploaded files and looking in 2022 and 2023 for messages.
The second issue is it’s difficult to upload a file in to the correct category, to many steps.
The third issue, I could not get the smart link feature to work. In years past I’ve used a similar feature in TurboTax and got data from Wells Fargo and Vanguard. But could not get TaxCaddy to talk to Wells Fargo so I gave up and manually updated those tax forms.
Taxes preparation is stressful enough I DO NOT need an app adding to the stress.
One big request, make the default tax year global so if you set it once it stays set to that year for all functions unless the user explicitly wants it to go to a different year.Show lessAvid reader 123
So easy
This is the first time I have ever used a tax preparation software. I usually keep all my paper documents in a drawer somewhere and drop them off at my CPA's office in an envelope. It has just been more simple FOR ME, not having to learn anything new. But Tax Caddy is so so much easier than the previous software my Tax office used because I can upload all my files digitally right from my iPhone. There are no problems with converting/scanning/compressing files. Everything stays organized in a folder right from iCloud (for me) and in a neat, categorized log for my CPA. No trips to the office! This is the best! I would give 10+ starsShow lessBabyBlee
Great Designed App!
I highly recommend this app. TaxCaddy is extremely user friendly and made filing taxes a breeze. This app has a sleek design and is laid out simply enough so every feature is easily accessible. Uploading documents with the camera feature is so easy, it would make my not so tech-savvy grandma look like a computer wizard! All in all, great product that turns this daunting task of filing taxes into a super simple process. 5 STARS!Show lesskateshrute88
Fillable forms will not allow additional fills
We were happy with Tax Caddy until two of three fillable forms turned white and not blue. These forms will not allow us to add more data. Could not find issue under search or on internet. Submitted a ticket for the problem. This happened on both Dell laptop and on ipad app. We did not use simultaneously. Why would a form that was not yet uploaded not allow additional data entries?Show lessSpore Marie
This app is absolute garbage
Maybe accountants like it but for consumers it is absolute garbage. Nearly impossible to load docs and photos from your phone. It is so bad you can’t simply upload an image - you have to either take a photo or upload a pdf - the other file formats make no sense. Also, you cannot share users so if you have a spouse filing jointly - only one primary user can upload docs which is super inconvenient. I seriously want to fire our accountant just for making us use this trash.Show lessTorgus
Good concept, bad implementation
Camera feature is dumb. It doesn’t allow you to manually take a photo of the document until AFTER the poorly designed capture feature has failed. Takes much longer to upload docs than it should. Poorly designed in that respect.CPEJCR2018
